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Dec 22: 7.81  Up 0.03 (0.39%)  

Red Oak Technology Select (ROGSX)

RED OAK TECHNOLOGY SELECT PORTF

Net Asset Value:7.81
Trade Time:Dec 22
Change:Up 0.03 (0.39%)
Prev Close:7.78
YTD Return*:68.62%
Net Assets*:77.51M
Yield*:N/A

* As of 30-Nov-09

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Red Oak Technology Select (ROGSX)

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Fund Basics

Morningstar Overall Rating:
Total Assets:77.51M
Category:Technology
Total Expense Ratio:%
Fund Profile | Holdings

Performance & Risk

YTD Return:68.62%
5y Avg Return:2.20%
Rank in Category (ytd):25
% Rank in Category (ytd):11.63%
Beta (3y):1.20
Morningstar Risk Rating:Above average
Performance Details | Risk Details

Fund Summary

The investment seeks capital growth. The fund invests at least 80% of net assets in common stocks of companies that rely extensively on technology in their product development or operations, or which the adviser expects to benefit from technological advances and improvements. It has adopted a policy to concentrate its investments (invest at least 25% of assets) in technology companies which develop, produce or distribute products or services related to computers, semi-conductors and electronics. This fund is nondiversified. View More
Fund Profile

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